Senior Surety Client Advocate — Growth & Risk

WTW group; Houston (TX); Hybrid; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Health and welfare benefits

Leave benefits

Retirement benefits

Zusammenfassung

Willis Towers Watson in Houston seeks an experienced Surety Client Advocate to oversee high-value client management, ensuring risk-optimized coverage and smooth renewal processes. You will lead servicing and broking teams, prepare tailored proposals, and cultivate strong insurer relationships.

The role demands a client-centric approach, advanced communication, and the ability to manage a diverse book with velocity. This hybrid position offers collaborative, team-driven work with flexibility.

Qualifikationen

• 10+ years of commercial property and casualty client management experience.
• Proven insurance industry experience related to servicing middle market and large risk managed accounts.
• Strong technical knowledge of product area and industry.
• Ability to provide consultation and expert advice to management on risk management issues.
• Ability to multi-task and work in a fast paced environment with minimal supervision.

Aufgaben

• Manage a book of business, with expectations to grow the book year over year.
• Provide direction and client management to both the servicing and broking teams.
• Prepare proposals and presentations of appropriate products and services, using marketing resources, practice groups and other technical specialists.
• Research and compile answers to client policy and coverage questions.
• Initiate relationships with and communicate with client decision makers and insurer personnel.
• Identify, compile and manage information regarding account renewal and cross-sell opportunities.
• Regularly contact existing clients to ensure quality service is delivered and client retention rates are maintained.
• Request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace.
• Manage all client deliverables and delivery within mandated timeframes.
• Develop program design and final proposals for clients.
• Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts.
• Assist in the preparation of client submissions.
• Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation.
• Review proposed renewal with client and obtain Consent to Bind and Consent to Compensation.
• Ensure WT W Excellence Model compliance is followed.
• Accountable for Monthly Accounts Receivable review/collection.
• Maintain accurate client data base and sales pipeline.

Kenntnisse

Client management

Account management

Relationship-building

Presentation skills

Communication skills

Negotiation

Team collaboration

Analytical thinking

Time management

Attention to detail

Ausbildung

RIBO License Required

Tools

CRM systems

Jobbeschreibung

Willis Towers Watson in Houston seeks an experienced Surety Client Advocate to oversee high-value client management, ensuring risk-optimized coverage and smooth renewal processes. You will lead servicing and broking teams, prepare tailored proposals, and cultivate strong insurer relationships.

The role demands a client-centric approach, advanced communication, and the ability to manage a diverse book with velocity. This hybrid position offers collaborative, team-driven work with flexibility.